09/20/2016
Credit Suisse: What's in Store for Swiss Asset Management
But the unit has also been beset by a series of reorganizations, prominent exits, and changes in leadership since the merger.
Wealth and Asset Management
09/20/2016
Citibank Korea launches new wealth management platform
The service, which is available on mobile tablets and personal computers, also enables asset managers to monitor whether customers’ financial goals are on the right track on a real-time basis, Citibank Korea said.
09/20/2016
Robo-Manager - Diary of a Fund Manager
Financial markets had an indifferent week that turned uncomfortable on Friday. Equities and bonds ended down, with gold and oil marginally ahead.
09/20/2016
Binding Decisions: How Philanthropy Can Foster Family Unity
Affluent families are good at structuring their decision-making around investments
09/20/2016
Exprience Key To Successful Suggestion With $3.9 Trillion At Stake
The new Global Family Office Report by Campden Wealth, in partnership with UBS
09/20/2016
Coutts reduces mortgage pricing
Clients of Coutts are now able to benefit from lower rates across residential and buy to let mortgages.
09/20/2016
Schroders throws weight behind SVG management
Other major shareholders have indicated they will vote in favour of HarbourVest’s takeover.
09/20/2016
Old Mutual may shelve plans to list wealth management unit
Old Mutual boss Bruce Hemphill’s plans then current plans were to pursue a wider break-up, including demerging its wealth, asset management and emerging-markets units as well as South African-based lender Nedbank Group.
09/19/2016
Fund houses move to fight gender pay gap
250 or more employees will have to publish information on their gender pay gap
09/19/2016
A peach of a week... by Penny Lovell
“If you have good thoughts they will shine out of your face like sunbeams and you will always look lovely.” Roald Dahl
09/19/2016
Cost of storing cash hits wealth managers
Record-low UK interest rates intensify pressure on profits
09/19/2016
The rewired world of private banking
In the future, private banking will include cutting edge digital tools
09/19/2016
Offshore executives target Deutsche private bank
Deutsche Australia is at loggerheads with some of its Asia-based executives
09/19/2016
A Day in the life of a Private Banker
Before looking at what private bankers do, it’s essential to find out what they are trying to achieve for their clients.
09/19/2016
Kuwaiti investors pounce on venerable City broker
Kuwait's KEH Group will announce the purchase of nearly 30% of WH Ireland
09/19/2016
UBS: New Boss, New Mission
He immediately went on a national tour of his realm, and soon made some discoveries.
09/19/2016
Independent Wealth Manager in Singapore First
Clients’ assets and funds will be cleared and held with Pershing, part of BNY Mellon.
09/19/2016
Swiss Economy in 2017: On the Way to a New Normal?
An obvious solution for averting a growth slowdown or even a decline in the working population is to increase labor force participation
09/19/2016
Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice
By mastering these three operational necessities, financial advisors can build significant high-net-worth wealth management practices.
09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.